Astra International (ASII IJ) - Autos and Commodities Driving Growth
Astra International remain one of our top picks in Indonesia for the ongoing recovery in an environment where commodity prices remain high....
332 Views
Indonesian Banks 2Q22 Screener; Stick with Bank Mandiri, and Negara Is Our Value Pick
We remain positive on Bank Mandiri, with its attractive pre-provision profitability and healthy cost of risk, whilst trading on attractive...
418 Views
The Week That Was in ASEAN@Smartkarma - Astra & UNTR Are Cheap, Indonesian Autos, and SCB X
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
258 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
287 Views
Indonesian Banks Screener; Bank Mandiri Is Our Top Pick
We pick Bank Mandiri for its attractive value to growth metrics and, within its bank peer group, its attractive pre-provision profitability and...
283 Views